GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,682
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.71M
3
+$5.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.16M
5
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$5.12M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.46M

Sector Composition

1 Technology 10.87%
2 Financials 8.57%
3 Healthcare 3.87%
4 Consumer Discretionary 3.35%
5 Industrials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
$1.76K ﹤0.01%
160
2977
$1.75K ﹤0.01%
+35
2978
$1.74K ﹤0.01%
+110
2979
$1.74K ﹤0.01%
+28
2980
$1.73K ﹤0.01%
168
-174
2981
$1.73K ﹤0.01%
34
2982
$1.7K ﹤0.01%
24
2983
$1.7K ﹤0.01%
62
-109
2984
$1.7K ﹤0.01%
880
2985
$1.69K ﹤0.01%
10
2986
$1.69K ﹤0.01%
+13
2987
$1.68K ﹤0.01%
27
-22
2988
$1.68K ﹤0.01%
+69
2989
$1.67K ﹤0.01%
160
2990
$1.66K ﹤0.01%
41
2991
$1.65K ﹤0.01%
+32
2992
$1.62K ﹤0.01%
210
2993
$1.62K ﹤0.01%
6
+1
2994
$1.61K ﹤0.01%
+33
2995
$1.61K ﹤0.01%
13
-2
2996
$1.6K ﹤0.01%
16
+8
2997
$1.59K ﹤0.01%
200
2998
$1.58K ﹤0.01%
56
-8
2999
$1.58K ﹤0.01%
148
3000
$1.58K ﹤0.01%
16
118 119
120
121 122